Getting Started with Evernote for:

Introduction

Remember Everything.

Welcome! Evernote is the easy and powerful way to remember everything, from lifelong memories and vital information to daily reminders and to-do lists.

Everything you store in your Evernote account is automatically synced across all of your devices, making it easy to capture, browse, search and edit your notes everywhere you have Evernote, including smartphones, tablets, computers and on the Web.

This guide will introduce you to the basics of using Evernote, including how to create, organize, sync, search and share notes.

Navigation

From the Home Screen, you can quickly capture new notes with the new Quicknotes panel, as well as browse everything in your Evernote account by notebook, tags, and more.

Quicknotes

Announcements

Shortcuts

Notes

Notebooks

Tags

Customize your Home screen

You can change your Home screen to fit your style and your needs. Choose from three color themes: light, dark, and classic green. Additionally, you can show or hide sections and details as needed. To customize your Home screen, simply tap the Settings gear.

Quicknotes

From this panel, you can easily create new notes in one of five different ways:

Create & Edit a Note

An Evernote note can capture just about anything, including text, images, files, audio, clipped websites and more. Once created, your note will automatically be saved to Evernote and synced across all your devices. All notes are searchable, making them easy to find when you need them. Evernote even searches for typed and handwritten text inside attached images.

1. Using the Quicknote Panel

The Quicknote panel provides you with several different ways to quickly create a new note:

Type Text: Tap to create a new text note.

Capture Photo or Document: Tap to capture a photo or document using your device's normal or front-facing camera. The following examples of items you may want to attach to a note:

Create Reminder: Create a reminder that comes with an optional notification that can be set to alert you at a particular date and time of day.

Create Bulleted List: Create a list with the option of making it a bulleted list, numbered list, or checklist.

2. Using the Notes or Notebooks Panel

To create a new note from the Note or Notebooks panels, do the following:

Open the Note List by either tapping the Notes panel or the Notebooks panel on the Home Screen, or tapping any of the recent notebooks listed in the Notebooks Panel.Evernote Business users have the option of creating a new note and adding it either to a personal or Business Notebook. To add a new note to a personal notebook, tap the Personal Notebooks panel. To add a new note to a Business Notebook, tap the Business Notebooks panel.

Tap the button in the top-right corner of the Note List. A new blank note will open in the note editor.

Adding Attachments

You can attach just about anything to a note, including files, images and audio. To add an attachment, tap the file attachment paperclip button in the note editor:

Attachment options

Camera: Tap to activate your device's camera and snap a photo as you normally would. Once you have captured a photo it will be attached to the note, and you will be returned to the Note Editor

Document Camera: Tap to activate your device's camera and capture an image of a document as you would any other image. Once you have captured a photo, it will be attached to the note, and you will be returned to the Note Editor

Saved photo: Tap to open your device's Camera Roll, then select an existing photo to attach

Audio: Tap to begin recording a new audio clip. Once you have captured your audio clip it will be attached to the note, and you will be returned to the note editor

Formatting Text

To format text in a note, use any of the formatting tools as you would in a normal word processor:

Formatting Options

Paragraph Style/Simplified Formatting Tools: Select a block of text, tap the icon on the left, then tap any of the options to apply pre-defined format settings to it, or tap the icon on the right, then tap one of the options to simply the text formatting

List Tools: Tap to create bulleted and numbered lists, or to insert a checkbox

Indent Tools: Tap to indent the current line of text

Undo and Redo: Tap to undo or redo the previous edit. On iPhone instead of pressing buttons, you can shake the device to undo or redo.

Changing Note Details

To edit information about a particular note, tap more... below the title of the note. You can change a note's location details, tags, and which notebook it is saved in.

Using Reminders

Reminders are a great way to keep track of notes that contain time-sensitive information, or for managing tasks you need to accomplish.

Setting a Reminder

To set a Reminder for a note, do the following:

Select a note from the Notes List and tap the Reminder button in the top-right corner of the Note Editor. Tap Done when the Reminder Added box appears. Your new Reminder will appear in the Reminders List where it can be sorted, ordered, edited and more. Notes with Reminders appear in the Notes List with a clock icon displayed next to them.

To view all available Reminders, tap the Reminder button from the Notes List.

Enabling Notification Alarms and Emails

There are two different ways to be notified when a Reminder is due:

Notification Pop-ups: Alarms appear as pop-up boxes on your device. You are given the option to clear the alarm or open up and view the note.

Email Notifications: You can opt to receive an email on the day timed reminders are due.

To manage various Reminders preferences such as configuring email reminders and time zones, tap your account name (located at the top of your Home Screen) to view your Account settings, then tap Reminders Settings located in the General Settings section.

Viewing, Editing, and Managing Reminders

There are several ways you can edit and manage your Reminders. The following is a list of just some of the ways to manage Reminders:

To view a list of Reminders, open the Notes List, then tap the Reminder button. A number appears beside the icon indicating the number of reminders that have been created.

To mark a Reminder as completed, swipe it to the left in the Reminders List and tap the checkbox.

To cancel a Reminder, change or remove the notification date, open the note in the notes editor, tap the Reminder icon in the top-right of the note itself, then select the appropriate option: Clear Reminder, Change Date, or Remove Date.

To reorder Reminders in your Reminders list, tap Edit in the top-right corner, drag the Reminders to move them up and down the list, and tap Done to save.

Deleting a Note

To delete a note, do the following:

View your notes as thumbnails or snippets in the Notes List.

Swipe left across the note and you will see a trash icon appear.

Tap the trash icon on the note(s) you want to delete. The note will be moved to your Trash Notebook

To empty the trash, open the Trash notebook and swipe left across a note to erase it completely from your account. You also have the option of restoring it and moving it back into your Notebooks.

Deleting a Note

To delete a note, do the following:

View your notes as thumbnails or snippets in the Notes List.

Swipe left across the note and you will see a trash icon appear.

Tap the trash icon on the note(s) you want to delete. The note will be moved to your Trash Notebook

To empty the trash, open the Trash notebook and swipe left across a note to erase it completely from your account. You also have the option of restoring it and moving it back into your Notebooks.

Evernote makes your notes easy to browse. Let's take a look at the different ways available

Browse Notes

You may browse notes easily by note, notebook, or tag by tapping any of the views on the Home Screen.

To close a view and return to the Home Screen, tap the Evernote icon in the top-left corner of the screen.

All notes

To browse all the notes in your Evernote account, tap the Notes panel on the Home Screen. Tap Sort for the option to view notes as a vertical list (Snippets) or a grid pattern (Cards). Notes can then be sorted by the date updated, date created, or in alphabetical order, by note title.

For Evernote Business users, notes are organized into two categories: Personal Notes and Business Notes, which can be accessed directly from the Home Screen.

Notebooks

To view all the notebooks in your Evernote account, tap the Notebooks panel on the Home Screen and select a notebook from the Notebooks List.

A few notes about how the Notebook List is organized:

The Notebooks List displays the notebook name along with the number of notes it contains

Notebooks you have shared with others will appear with a Shared Notebook icon. Joined Notebooks that others have shared with you appear with the Shared Notebook owner's Evernote username.For Evernote Business users, Business Notebooks that have been shared with you appear with the Evernote Business account name.

Notebooks can be grouped together and organized into Stacks which are displayed in the list in bolded text. To view all of the notebooks in a Notebook Stack, select it from the Notebooks List.

Tags

To view all of the tags in your Evernote account, tap the Tags panel on the Home Screen. The Tags List will be displayed.

For Evernote Business users, tags are organized into two categories: Personal Tags and Business Tags, which can be accessed directly from the Home Screen.

Select any tag to view the notes associated with it in the Note List.

Shortcuts

Any note can be designated as a Shortcut to give you quick access to your most frequently-accessed notes.

To view all of the notes you have designated as Shortcuts, tap the Shortcuts panel on the Home Screen.

There's lots of ways to organize your notes to make them easier to browse and search.

Organize Notes

Evernote gives you many ways to keep your notes organized, so that you can browse, search and remember in the way that works best for you.

Notebooks

Notebooks are the most common way of organizing notes in Evernote, and are commonly used to separate notes by category, location or purpose. For example, you might create one notebook called 'Work Notes' and one called 'Personal Notes' to keep these types of notes separate and easier to find.

Shared Notebooks can also be used to selectively allow others to see and edit the contents of your notebooks.

Creating a New Notebook

To create a new notebook in Evernote, do the following:

On the Home Screen, tap the Notebooks panel to display the Notebooks List

Tap Edit at the of the Notebook List

Tap New Notebook at the top of the Notebook List

Enter a name for your new notebook and tap Done. You can start adding notes to your new notebook immediatelyEvernote Business users have the option of specifying whether new notebooks are 'Personal' or 'Business'

Adding Notes to a Notebook

By default, all new notes are saved to your Evernote account's default notebook. To create a new note in a specific notebook, select the notebook you want to add the new note to (from the Notebook List), and tap the New Note button.

Deleting a Notebook

Please be aware that when a notebook is deleted, all the notes it contains will be moved to the Trash notebook.

To delete a Notebook or a Notebook Stack, do the following:

On the Home Screen, tap the Notebooks panel to display the Notebook List

Tap Edit at the top of the Notebooks List

Tap the Edit button next to the Notebook or Stack you want to delete

Tap Cancel or Delete when prompted to delete the selected Notebook or Notebook Stack

Tapping on the Edit button next to a selected Shared or Joined Notebook gives you the option of unlinking the notebook from your Evernote account

The specified Notebook or Notebook Stack will be deleted and any notes in it will be moved to the Trash Notebook. Please note that this operation cannot be undone.

Tags

Tags give you the option of adding keywords to notes in order to improve searchability. One or more tags can be added to a note. Common uses for tags include associating notes with categories, people, memories or locations.

To view all of the tags in your Evernote account, tap the Tags panel on the Home Screen

Evernote Business users are provided with separate personal and business tag lists. Tap the appropriate Tags List from the Home Screen you would like to edit or manage.

Creating or Adding Tags to a Note

To add a tag to a note, do the following:

Open a new or existing note

Tap more... located in the top-left corner of the note editor just beneath the Note title

Tap Add Tag and begin typing. Existing tags that begin with the same letter(s) will appear as clickable buttons for you to select from. Type a new tag or tap the tag(s) from the options presented

Tap anywhere outside of the list of tags to return to the note editor

Tap Done when you have finished adding and editing all your tags

Shortcuts

Shortcuts are an easy way to create a list of frequently-used notes, notebooks, tags, and stacks.

Note: You can only add a note to shortcuts on iOS devices.

To designate a note as a Shortcut, do the following:

Tap the note you want to designate as a Favorite to open it in the Note Editor

Tap the star icon Shortcut button located at the top-right corner of the note editor. A solid, green star indicates that a particular note has been marked as a Shortcut and will appear in the Shortcuts panel on the Home Screen

Tap the Done button to save your note

To view all of your Shortcuts, tap View from the Shortcuts panel on the Home Screen

Check out how Evernote's powerful search makes it easy to find your notes

Search Notes

Everything in Evernote is searchable, including the contents of notes, tags and attachments. Evernote even searches for typed and handwritten text inside attached images.

To search your Evernote account, open any of the views from the Home Screen, then enter the text you want to search for in the Search Field, located at the top-right of the screen. Evernote for iPhone, iPad and iPod Touch searches within the current context only, meaning that you must use the Search Field within the appropriate view for the type of content you want to search for. For example, to search for notes, use the Search Field in the All notes view.

Document & PDF Search

Evernote Premium and Evernote Business subscribers may also search for typed and handwritten text inside the following attached file types: